HOW AUTOMATION WORKS

One order. Several automated steps.

Connect your online store, customer data, and communication. Routine tasks can then run automatically, at the right time, without manual retyping.

E-commerce
Received

New order

The customer completes a purchase in the online store.

CRM
Synchronized

Customer updated

The order and customer data are synchronized with CRM.

Automation
Active rule

Condition check

The system evaluates the order status and prepares follow-up actions.

Email
Separate follow-up

How happy are you with your purchase?

After delivery and a configured delay, a review request is sent when its sending conditions are met.

Recommendation
Separate follow-up

You may also need

Later, the customer can receive a relevant recommendation based on the purchase.

01 / 05

The customer completes an order.

  1. 01The customer completes an order.
  2. 02The information is automatically written to CRM.
  3. 03The system checks conditions and schedules the next steps.
  4. 04After delivery, the customer may receive a review request.
  5. 05Later, you can recommend related products.

PRACTICAL EXAMPLES

Where can automation help?

Choose an area and explore situations that can be simplified around your systems and business needs.

Remind customers about an unfinished purchase

Follow up carefully when a customer leaves a checkout before completing the order.

Email and marketing

Collect more customer reviews

Ask for a product review at an appropriate time after delivery.

Email and marketing

Recommend products customers may find useful

Suggest suitable accessories, complementary items or timely replenishment after a purchase.

Email and marketing

Welcome new customers automatically

Prepare consistent onboarding after a signup or subscription.

Email and marketing

Reconnect with customers who have not purchased recently

Select inactive customers and prepare relevant communication.

Email and marketing

Keep unfinished sales opportunities moving

Watch proposals and enquiries that have not received a response.

Email and marketing

Notify customers when a product is back in stock

Alert interested customers when product availability changes.

E-commerce

Keep customers informed about their order

Send a clear message when an important order status changes.

E-commerce

Find orders that need attention

Flag incomplete or unusual orders for human review.

E-commerce

PROCESS

How does the collaboration work?

01

We discuss your process

We identify what is handled manually today and where avoidable complications arise.

02

I propose a solution

We choose automation that fits your needs and budget.

03

I build the automation

I connect the required systems, implement the logic and test the solution.

04

We launch and refine it

We verify the flow in practice and adjust the next steps where needed.

LET’S TALK

Not sure what your company could automate?

Tell me what is holding your business back or what you would like to take further. We will discuss your goals, possible solutions, and the next steps.

Let’s discuss your project

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